Microsoft Excel, with updated data analysis tools and spreadsheet templates, can help you track and visualize data for better insight and management. You can analyze and manipulate XML data sources using charts, tables, or graphs. Note In all Office 2003 Editions, Excel 2003 spreadsheets can be saved in a native XML file format which can be manipulated and searched using any program that can process industry standard XML. ![]() Description This spreadsheet can be used as a very simple small business invoice system. You can bill for specific items or by the hour. The 'Taxed' column lets you easily mark whether sales tax should be applied to a line item. This means that you can include charges for parts and other physical goods. (See your local and state laws to check on rules for taxation of labor and goods sold.) If you need to provides quotes to your customer, you can use our, which is based on the same design as this invoice. 4/10/2014 Update: The latest update for Excel 2007+ includes a second worksheet tab with an invoice design that lets you add unit cost and quantity to calculate the amount for each item. Older 2003 Version. The Excel 2003 version contains multiple sample invoices on separate worksheet tabs. They all include the same basic features and layout, except that three of them allow you to enter a Unit Cost and Quantity for each item. The variations are mostly just different formatting (fonts and colors). The formats include our original classic design and a couple more ink-friendly forms (two of these are shown in the preview images to the left). - This invoice spreadsheet uses conditional formatting to highlight every other item in the table. ![]() That helps make the table easier to read. - If you need more rows, just insert the rows below the first item or above the last item. If you do that, you should probably check the Subtotal and Taxable formulas to make sure that the totals reference the correct rows. A note about using an invoice template for Word: Invoices include calculations, and that is why you should use a spreadsheet. If you use an invoice form created in Word, you have to use your own calculator to figure out the totals. Of course, if all you are doing is designing a blank invoice form to be printed, Word may be fine. Other Free Invoice Templates • - Provides some invoices for Excel and Word. The Microsoft gallery often requires that you have the latest version of Excel, so that may not be a great solution if you want a general invoice that can be opened by everyone in your company. • - This is a list of the most used invoice templates in the Google Docs gallery. • - This site provides a nicely formatted online invoice that can be printed or converted to a PDF with a free trial account. Related Content.
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